Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YAMCY (Yamaha Corp DRC) | -0.14% | -0.52% | -18.23% | -16.98% | -2.12% | 5.21% | 0.75% | … | … |
Data as of 06/05/2026, Common starting date is 08/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YAMCY (Yamaha Corp DRC) | 08/07/2003 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.64 | -0.52 | -18.23 | -16.98 | -2.12 | 5.21 | 0.75 | … | … | -0.14 | -0.21 | -4.12 | -36.30 | -22.18 | -15.40 | 6.32 | 36.02 | 12.18 | 22.56 | 23.97 | 64.08 | -5.14 | 47.84 | 19.11 | -26.94 | 4.26 | 31.28 | -61.09 | 15.00 | 19.40 | 18.79 | -28.61 | 49.06 |
| Sharpe Ratio | NA | -0.09 | -0.61 | -0.60 | -0.11 | NA | NA | … | … | -0.07 | -0.09 | -0.20 | -1.45 | -0.75 | -0.53 | 0.15 | 1.26 | 0.33 | 0.78 | 0.71 | 1.91 | -0.19 | 1.50 | 0.45 | -0.60 | 0.07 | 0.67 | -0.91 | 0.53 | 0.58 | 0.69 | -1.40 | 3.56 |
| Standard Deviation(%) | NA | 33.53 | 35.35 | 32.62 | 32.83 | NA | NA | … | … | 38.54 | 33.20 | 37.88 | 27.72 | 31.46 | 29.36 | 41.50 | 27.45 | 33.31 | 28.23 | 33.54 | 33.59 | 27.64 | 31.93 | 42.68 | 44.76 | 57.52 | 46.64 | 67.75 | 22.57 | 27.64 | 23.92 | 21.15 | 47.81 |
| Draw Down(%) | NA | 16.98 | 56.01 | 71.58 | 71.58 | NA | NA | … | … | 16.98 | 22.28 | 26.11 | 47.08 | 33.23 | 26.91 | 41.80 | 21.09 | 27.23 | 19.89 | 18.13 | 14.38 | 29.14 | 16.98 | 24.82 | 36.61 | 29.14 | 22.43 | 65.00 | 12.69 | 14.15 | 14.68 | 30.37 | 18.18 |
| Yield(%) | 0.00 | 1.08 | 0.88 | 1.02 | 1.53 | 2.70 | 1.10 | … | … | 0.00 | 2.29 | 2.85 | 2.52 | 1.97 | 1.02 | 2.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YAMCY (Yamaha Corp DRC) |
-26.14%
May 2021 – May 2024 |
-17.64%
Nov 2007 – Nov 2012 |
-3.55%
Sep 2003 – Sep 2013 |
3.63%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YAMCY (Yamaha Corp DRC) |
44.55%
Mar 2013 – Mar 2016 |
37.49%
May 2013 – May 2018 |
20.30%
Feb 2009 – Feb 2019 |
9.74%
Dec 2004 – Dec 2019 |
Annualized Rolling Returns Comparison Chart